Saved details

Saved details keep the information you type again and again. They are useful for business details, licence details, installer blocks, tester blocks, provider details, and contact information.

Where saved details appear

Saved details appear only on sections that support them. Common examples include:

• NSW CCEW installer and tester details
• NSW fire safety declarant details
• NSW asbestos clearance client and declarant details
• ACMA TCA1 provider details
• NT Gas Works business and gasfitter details
• QLD plumbing responsible person, contractor, applicant, or tester details
• QLD building competent person, inspector, certifier, owner, or licensee details
• QLD fire safety contractor and licensee details
• TAS plumbing plumber details
• VIC pesticide operator and client details

The exact fields depend on the template.

Older links or notes may call these snippets or profiles. In the app and current docs, the feature is called Saved details.

Save details

1. Fill the supported section
2. Select Save details on the section toolbar
3. Give the saved details a name if needed
4. Save it to your personal or active team workspace

You must be signed in to save details.

Prefill saved details

1. Open a supported section on a new form
2. Select Prefill
3. Pick saved details or use the default
4. Check job-specific values before export

Free users can save details, but prefilling saved details requires Pro or Team.

Defaults

If you save more than one set of details for the same section, mark the one you use most as the default. The prefill picker shows the default first, but you can still choose another saved detail when the job needs it.

Personal and team saved details

• Personal saved details belong to your account
• Team saved details belong to the selected business workspace
• Team members can use shared saved details while the team workspace is active

Saved details vs presets